Discover A Purpose For Your Wealth

At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.

Wealth Planning

Are the solutions you have in place comprehensive and fitting for your needs to optimize your outcomes?

Financial Planning
Estate Planning
Tax Planning
Business Transition and Succession
Executive Equity Compensation Services
Insurance/Asset Protection
Philanthropic Planning & Guidance

Investment Management

Are you investing your resources wisely?

Asset Allocation Strategies
Market & Economic Insights
Custom Indexing
Alternative Investments
Private Equity Investments
Stocks, bonds, Mutual Funds & ETFs
Structured Notes
Real Estate

Life Guidance and Legacy Planning

What are your deepest values and highest life priorities?

Life & Family: Exploring Your Values, Purpose, Vision for Life, & Mission
Family Meetings: Casting The Vision & Executing Upon It
Multi-Generational Services: Preparing Heirs to support Ongoing Family Harmony & Success

Your Purpose and Life Interests + Our Strategic Planning = Powerful Results

"Like so many, my clients are seeking a more predictable future and best possible outcomes for their lives. I have found that guiding people through our custom planning process empowers my clients with confidence in their financial security and frees them to live a more fulfilling life. They gain perspective and knowledge in their quest to get the most out of their finances."

— Shawn D. Pacanowski, CIMA®

"Helping clients uncover their most fulfilling life and make that life a reality is richly rewarding for our clients and a pleasure for our team. Each day I can be a part of getting to know our clients more deeply and empowering them to live with purpose and passion is a day well spent."

— Ben Anderson

"I love the privilege of working with others to improve how we operate and execute business - all with the goal of ultimately enhancing our client’s experience."

— Ryan W. Tyler

"I enjoy hearing about people’s pasts, what’s important to them, and where they are headed. Everyone has a unique path they are on, and I can gain wisdom from each and every client I serve. I am truly blessed."

— Ron J. Price, CFP®️️️

"At the end of the day I love building relationships and serving people. Helping guide clients towards ultimately what is most important to them is why I do what I do."

— Brendon B. Johnson, CPWA®, CEPA®

"I believe life is all about relational impact. We are most fulfilled when we are able to be a force for good in the lives of others within our sphere of influence. I am grateful for the opportunity to do that working with individuals and families seeking to realize the financial life they have long hoped and planned for."

— Calvin C. Chanski, CFP®

"It’s truly my pleasure to be at the front desk and welcome our clients. I enjoy giving them the best experience possible, tending to details that make their visit pleasant."

— Lisa M. Schulist

"It is a privilege to work with inspiring clients seeking to live well, with intentionality driving their decisions. The partnership CapTrust enjoys with each client brings life to my job every day, as I work alongside thoughtful, dedicated professionals who truly seek each client’s best and value every relationship."

— Rhonda G. Carter, IACCP®

"Nothing is more satisfying than hearing a client say they found our CapTrust team helpful in better understanding their financial world, empowering them to live with confidence and purpose."

— Jason L. Kooyer, CIPM®

"I love getting to know our clients on a personal level and being able to find solutions for them in the financial world."

— Shanon J. Tate

"Being a part of a team who helps empower clients to make wise long-term decisions is the most satisfying aspect of my job. Witnessing clients leave our office feeling more confident about their financial futures never gets old and motivates me to ensure I continue to be a worthy steward of their trust."

— Scott J. DeMaagd, CFP®, MBA

"I love the genuine connection and relationships that are made with our clients. We love having our clients come into the office for a meeting or call because we get to catch up with what has been going on in their lives!"

— Lauren E. Truer, CSA®

" The favorite part of my job is being able to develop relationships with my clients. The opportunity to help them live their best financial life gives me such joy. I love what I do!"

— Kris L. Zylstra

"I enjoy using my experience, knowledge, love of analytics and enjoyment of people to make sure each portfolio is thoughtfully managed with the client in mind. Working to ensure our plans are presented in an understandable manner is a very satisfying part of what I am called to do."

— Jason R. Bruxvoort

"Developing meaningful relationships with clients and colleagues is the central focus of my work. For individuals and institutional clients, this begins by creatively exploring client’s ‘financial life’ and developing wise solutions to their unique and complex needs. Within CapTrust, leading and serving a team of professionals, and coordinating their unique gifts and talents for the benefit of the clients we serve, is a profound privilege."

— Brian L. VandenBrink, CIMA®

"Today, our clients are truly seeking help to live their best possible life, to engage in deep and meaningful conversations and to incorporate the best of all their world into a comprehensive strategy for living purposeful lives, and I feel privileged to be able to be part of an organization that can accomplish that."

— Bruce H. Johnson, CIMA®

" Guiding others to clarity and confidence regarding their financial life makes for a fulfilling day. It is a special moment when I can help someone discover peace about their future, the joy of giving to others, or the freedom to live the life they have always dreamed of."

— Bryan P. Linn, CIMA®

Acquiring wealth, growing it and using it — there’s a lot to discuss, and a lot of options to consider. Let’s talk.